Roosevelt Warm Springs Foundation

BOSTON, MA EIN: 13-5562226

Roosevelt Warm Springs Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $176K. Net investment income was $304K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.5M

+20.9% YoY

Annual Giving

$176K

-48.3% YoY

Grant Count

4

-55.6% YoY

Avg Grant Size

$44K

+16.2% YoY

Under IRS private-foundation payout rules, Roosevelt Warm Springs Foundation reported a distributable amount of $242K for 2024 — the minimum it must pay out in qualifying distributions.

About Roosevelt Warm Springs Foundation

Based on IRS filings

Roosevelt Warm Springs Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $176K. Net investment income was $304K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AlpharettaAugustaBaltimoreBridgeportCambridgeCharlestownChicagoMaineManchesterMassachusettsMinneapolisNew YorkOaklandOwings MillsPrincetonSan FranciscoSouth WalpoleStlouisWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$127K$254K$381K$508K20202021202220232024
Metric202420232022
Total Assets$5,474,844$4,527,950$4,358,228
Revenue$390,893$106,554$282,464
Expenses$248,417$410,066$347,082
Qualifying Distributions$182,168$347,482$270,753
Net Investment Income$303,551$89,706$183,418
Distributable Amount$242,100$215,813$250,502

Giving Over Time

Total grant dollars and number of grants per year

$0$85K$170K$255K$340K7 grants20205 grants20218 grants20229 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

NORTH AMERICAN TRADITION…$100KUSS POTOMAC ASSOCIATION$50KPOST POLIO HEALTH INTERN…$16KENVIRONMENTAL TRAVELING …$10K

Grant Size Distribution

33 grants across all recorded years

23<$50K7$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include North American Traditional Indigenous Food Systems ($100,000), Uss Potomac Association ($50,000), Post Polio Health Internation Al Project ($15,630).

RecipientPurposeAmount
ENVIRONMENTAL TRAVELING COMPANIONS SAN FRANCISCO, CASUPPORT GENERAL OPERATION$10,000
USS POTOMAC ASSOCIATION OAKLAND, CASUPPORT GENERAL OPERATION$50,000
POST POLIO HEALTH INTERNATION AL PROJECT STLOUIS, MOSUPPORT GENERAL OPERATION$15,630
NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS MINNEAPOLIS, MNSUPPORT GENERAL OPERATION$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES ROOSEVELT JRPRESIDENT & CHAIRMAN1
ANNE E ROOSEVELTVICE PRESIDENT1
TRACY ROOSEVELTTREASURER1
MICHAEL A ROOSEVELTSECRETARY1
MATTHEW ROOSEVELTVICE PRESIDENT1
MARGI BROWNEVICE PRESIDENT1

Frequently Asked Questions

How large is Roosevelt Warm Springs Foundation?

As of 2024, Roosevelt Warm Springs Foundation holds $5.5M in total assets with $391K in annual revenue. It awarded 4 grants totaling $176K in 2024.

Where does Roosevelt Warm Springs Foundation operate?

Roosevelt Warm Springs Foundation has awarded grants in California, Connecticut, District of Columbia, Georgia, Illinois, Massachusetts, Maryland, Maine, Minnesota, Missouri, New Hampshire, New York, Washington.

What size grants does Roosevelt Warm Springs Foundation award?

In 2024, Roosevelt Warm Springs Foundation awarded 4 grants totaling $176K — an average of about $44K per grant, based on its IRS Form 990 filings.

How much is Roosevelt Warm Springs Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roosevelt Warm Springs Foundation reported a distributable amount of $242K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roosevelt Warm Springs Foundation's EIN?

Roosevelt Warm Springs Foundation's EIN (Employer Identification Number) is 13-5562226. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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